PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 117 filers reported holding PIMCO ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,432,997 | -4.0% | 28,489 | -2.6% | 0.13% | +3.2% |
| Q1 2023 | $1,493,380 | +20.6% | 29,259 | +17.8% | 0.12% | +5.9% |
| Q4 2022 | $1,238,571 | -55.5% | 24,836 | -55.9% | 0.12% | -64.5% |
| Q3 2022 | $2,784,000 | -8.1% | 56,342 | -2.8% | 0.33% | -5.7% |
| Q2 2022 | $3,031,000 | -29.2% | 57,973 | -26.2% | 0.35% | -19.5% |
| Q1 2022 | $4,279,000 | +13.6% | 78,551 | +15.0% | 0.44% | +15.0% |
| Q4 2021 | $3,768,000 | +7.7% | 68,281 | +7.0% | 0.38% | +8.9% |
| Q3 2021 | $3,499,000 | +0.1% | 63,785 | +0.5% | 0.35% | +0.3% |
| Q2 2021 | $3,494,000 | +0.0% | 63,457 | -0.4% | 0.35% | -5.7% |
| Q1 2021 | $3,493,000 | -13.2% | 63,687 | -14.2% | 0.37% | -23.6% |
| Q4 2020 | $4,023,000 | +16.7% | 74,256 | +16.2% | 0.48% | +1.0% |
| Q3 2020 | $3,446,000 | +49128.6% | 63,930 | +43687.7% | 0.48% | +23800.0% |
| Q3 2018 | $7,000 | – | 146 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Archvest Wealth Advisors, Inc. | 238,967 | $11,996,198 | 4.90% |
| Hudson Portfolio Management LLC | 38,663 | $1,936,630 | 2.20% |
| Ameritas Advisory Services, LLC | 815,151 | $40,830,882 | 2.04% |
| Kelman-Lazarov, Inc. | 117,026 | $5,861,832 | 1.39% |
| MAS Advisors LLC | 18,054 | $904,344 | 1.29% |
| Signify Wealth | 9,901 | $495,941 | 0.67% |
| Bleakley Financial Group, LLC | 359,069 | $17,985,776 | 0.63% |
| Simplicity Solutions, LLC | 359,069 | $17,985,776 | 0.58% |
| Lutz Financial Services LLC | 102,690 | $5,143,742 | 0.56% |
| Essential Planning, LLC. | 19,847 | $994,118 | 0.55% |